Rambus (RMBS) - Eagle or Penguin Message Board

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Technology Stocks : Rambus (RMBS) - Eagle or Penguin

RMBS 88.13

+1.0%

Nov 21 9:30 AM EST

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To: Alan Hume who wrote (28033)	8/29/1999 5:00:00 PM
From: grok	Read Replies (1) of 93625

RE: <Do you really see a serious chance of RMBS dropping in the near future? I see that possibility as remote BWDIK> If it goes lower I think that it will be due to one of two things: 1. The recent ramp just went too far so enough people bail out. 2. Intel will announce some form of support for sdram and then the market will interpret the statement in whatever way it wants to (or whatever way Maria spins it). I've been expecting that the sdram support would be preannounced before IDF but it keeps getting closer and closer. I'm starting to think that there may be no support for sdram (except really crummy MTH kludge). If IDF comes with no sdram support then I would think that it would be very bullish for Rambus. Unless, of course, thing #1 dominates!

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